Kevin Fox

Kevin Fox

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  • Timeline

  • About me

    Director of Insurance Services Cetera Advisors, LLC

  • Education

    • University of California, Berkeley

      -
      Bachelor of Science (B.S.) Political Economics

      Activities and Societies: Rugby

  • Experience

    • MetLife

      Jan 1986 - Jan 2008
      Multiple

      Multiple Positions:Group Account Representative: Managed and Marketed Corporate Employee Benefits programs Financial Advisor: Worked with Families and Small Business Owners providing Estate Planning,Business Planning,Investment Planning,Financial Planning and Family Proctection services offering Insurance and Investment products.Life Insurance Wholesaler: Trained advisors on how to market and sell Life Insurance products.Agency Director: Manage, Recruit and Train Financial Advisors. Supervised the day to day activities of the office. Instramental in the conversion of the agency to a comprehensive financial planning firm Show less

    • LPL Financial

      Jan 2008 - Dec 2015
      Vice President Financial Planning Services

      Build and grow the financial planning capabilities and services for Independent financial advisors. Manage a team of financial planning consultants offering advanced markets,financial planning and financial planning software support. Created financial planning targeted consulting initiatives and executed in the field with financial advisors.Partnered with are Bank and credit union channell to grow financial planning, Insurance and Investment product services. services.

    • First Allied Securities, Inc.

      Feb 2016 - Sept 2021
      Director of Insurance Services

      Build and Grow Insurance capabilities and services for Independent financial advisors. Manage the team and collaborate with our Insurance agency partners and Carriers

    • Cetera Advisors LLC

      Jan 2019 - now
      Director of Insurance Services
  • Licenses & Certifications

    • Life Insurance License

    • Securities Licenses 6,63,65,7,9,10

    • Certified Financial Planner

      Jan 2003
    • Chartered Financial Consultant

      American College
      Jan 1993
    • Chartered Life Underwriter

      American College
      Jan 1991